Mitchell Jackson
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Mitchell Jackson Email & Phone Number

Customer Relationship Advocate at Fidelity Investments
Location: Dallas, Texas, United States 6 work roles 1 school
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✓ Verified Jul 2026 3 data sources Profile completeness 86%

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Current company
Role
Customer Relationship Advocate
Location
Dallas, Texas, United States
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Who is Mitchell Jackson? Overview

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Mitchell Jackson is listed as Customer Relationship Advocate at Fidelity Investments, a with 83148 employees, based in Dallas, Texas, United States. AeroLeads shows a matched LinkedIn profile for Mitchell Jackson.

Mitchell Jackson previously worked as Operations and Management Intern at Pilgrim Global Advisors Llc and Undergraduate Research Assistant at Texas A&M University. Mitchell Jackson holds Bachelor Of Science - Bs, Economics, 3.906 from Texas A&M University.

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Fidelity Investments

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Profile bio

About Mitchell Jackson

- I chose to major in economics because it can apply to so many different areas. I like to have as much information as I can to make my choices. I can use this information to draw out why decisions are being made and be proactive in the future. This is important to me because I want to know what is going on and helps me make decisions because I am detail oriented. - I look for cause and effect relationships when studying observations, allowing me to break down large quantities of information and assess what is important. I seek any information that will help me make decisions about the problem at hand. I am driven to be better than the person I was yesterday, and am excited to be in an environment in which my surroundings hold me accountable. - I am fascinated by investment management, and the different strategies available to analyze and value investments, and then building a portfolio of said investments. I am learning about the role that corporate governance plays in valuing companies, and am preparing to sit for CFA Level I in November 2024. - My proficiencies are in primary research, team collaboration, speaking with clients, presentation skills, data cleaning, data analysis, HubSpot, Zotero, Trello, Tableau, and Google/Microsoft software. - My goal for the rest of 2024 and 2025 is to become well versed in the sections of the CFA course, so that I can become trained and get more information and knowledge because I know it will be useful later.- Feel free to reach out to me email at mitchellsjackson43@gmail.com or 214-808-0548

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Fidelity Investments
Fidelity Investments
Customer Relationship Advocate
Dallas, TX, US
Website
Employees
83148
AeroLeads page
6 roles

Mitchell Jackson work experience

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Undergraduate Research Assistant

College Station, Texas, United States

- Conducting a literature review over relevant journals and studies pertaining to the externalities caused by casinos. - Presenting findings to faculty advisor on behalf of graduate student- Creating citations of the necessary studies for the publication of our research utilizing Zotero- Analyzing data entries to search for the difference in government recognized casinos and tribal government recognized casinos- Collaborating with my graduate student on close to a daily basis about the direction of the project, and what steps were next to complete necessary checkpoints- Presenting proposal of our project, and elaborated on the strengths and weaknesses of the chosen literature review studies and how they relate to our research- Pulling 2023 FY revenue numbers for 500+ casinos and recording entries in Microsoft Excel

Client Support Intern

Dallas, Texas, United States

- Constructed and updated client and referral source database with 250+ entries using HubSpot for the purpose of ease of communication via email and LinkedIn

May 2024 - Aug 2024

Data Analyst Intern

Dallas, Texas, United States

- Completed a project on behalf of the intuition of analysts by finding the potential implications of a new funeral home law on the transparency of funeral home pricing. - Analyzed 500+ websites, searching if funeral homes were making their prices more available to the public, and less “hidden” - Concluded that the sample of funeral homes were making a significant change to their online transparency in response to the potential law. I gave a time frame for when the law would be enacted, allowing for the investment team to stay strong in the short position, and eventually benefit from the decrease in stock price.- Completed channel checks on the cardboard industry, boating industry, medtech aesthetics industry, and funeral home industry for the purpose of gaining knowledge on market prices as well as consumer and product user satisfaction levels- Participated in team portfolio meetings and communicated action items and conclusions from channel checks to the investment team and portfolio manager- Analyzed weekly market newsletters on behalf of senior analyst and addressed important details

May 2023 - Aug 2023

Client Support Intern

Dallas, Texas, United States

- On behalf of the company owner, I reached out to clients (past and present) to gather contact information. I synthesized the client information to create a database that allowed the company owner to easily contact and send out a 10th anniversary gift to improve image to clients.- Utilized Microsoft Excel to organize client information and create charts for client presentations- Developed presentations using Microsoft Powerpoint for meetings with prospective investors to showcase ability to improve market message of investment managers and financial services

May 2021 - Aug 2021
Team & coworkers

Colleagues at Fidelity Investments

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1 education record

Mitchell Jackson education

FAQ

Frequently asked questions about Mitchell Jackson

Quick answers generated from the profile data available on this page.

What company does Mitchell Jackson work for?

Mitchell Jackson works for Fidelity Investments.

What is Mitchell Jackson's role at Fidelity Investments?

Mitchell Jackson is listed as Customer Relationship Advocate at Fidelity Investments.

Where is Mitchell Jackson based?

Mitchell Jackson is based in Dallas, Texas, United States while working with Fidelity Investments.

What companies has Mitchell Jackson worked for?

Mitchell Jackson has worked for Fidelity Investments, Pilgrim Global Advisors Llc, Texas A&M University, Imagearb, and Sabrepoint Capital Management.

Who are Mitchell Jackson's colleagues at Fidelity Investments?

Mitchell Jackson's colleagues at Fidelity Investments include Robert Adams, Victor Liu, Ph.D., Cfa, Jiangang Dou, Ph.D., Cfa, Rahul Shrivastav, and Sean Flynn.

How can I contact Mitchell Jackson?

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What schools did Mitchell Jackson attend?

Mitchell Jackson holds Bachelor Of Science - Bs, Economics, 3.906 from Texas A&M University.

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